Stook02ss
Member
Yeah, I was thinking about this in terms of holds. Everyone is talking about 'holds 2.0' - a second round of holds, not unlike those that happened this past December to try and get delivery dates in January (for a potential EV tax refund). It just won't be the same this time around - pretty much everyone was aware of the tax refund bit and your average buy would have had it on their radar. Not so much the cast vs non-cast, 2170 vs 4680, Intel vs AMD, etc.If you think the majority of potential EV buyers are as inquisitive and knowledgeable as members of this forum, then I’m pretty sure you are mistaken. The average EV buyer cares about range, what does it look like, and is it not too different from what I’m currently driving. Then maybe they think about charging infrastructure. But what battery technology is or what microprocessor is running the MMI…..probably not.
The only exception may be MYP buyers. That's a smaller market and likely a buyer more interested in other aspects of the vehicle, certainly not just range (which it has less of). MYP buys may start to aggressively put cars on hold and or cancel/reorder if it becomes known that 4680s are about to be rolled out.